Revere Wealth Management LLC

Overview

Revere Wealth Management LLC is an SEC registered investment adviser based in New York, NY, registered since 2017. It reports $78.3M in assets under management across 101 accounts, with 7 employees. It has 6 investment adviser representatives.

Reported AUM

$78.3M

Discretionary

100%

Accounts

101

Average account

$775K

Employees

7

Advisory reps

6

Registered since

2017

Jurisdictions

9

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Executive officers 2 of 2

• William Francis Moreno Chief Executive Officer, Chief Financial Officer, Managing Member CRD 2801621
• Scott Howard Fullman President, Chief Compliance Officer CRD 1516584

Advisory reps 3 of 6

• Devin Osceola Cottrell Registered Rep · Investment Adviser Rep CRD 7972731
• Scott Howard Fullman Registered Rep · Investment Adviser Rep CRD 1516584
• Kyle Thomas Kadish Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4864706

3 more advisory reps, with emails, phones and branch locations

Location

Headquarters

560 Lexington Ave Fl 16B
New York, NY 10022

County

New York

Metro area

New York-Newark-Jersey City, NY-NJ-PA

Region

Northeast

Registrations

• SEC registered
• Registered in 9 jurisdictions
• Website: reveresecurities.com

Every state, with registration dates

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